Assigning assets to staff

The HRMS connects to the fixed-asset register so you can track which piece of equipment each employee is holding, laptops, phones, tools and the like.

Allocate an asset to an employee

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Add a short GIF here: allocating an asset to an employee, opening the profile’s Assets tab, choosing Allocate asset, picking the asset and date, and saving.

1. Open the employee’s profile and go to the Assets tab.
2. Choose Allocate asset.
3. Pick the asset from your organisation’s asset catalog and set the allocation date.
4. Save. The asset now appears on that employee’s Assets tab.

An asset that is already allocated cannot be given to a second person until it is returned, so two people can never appear to hold the same item at once.

Record a return

1. On the employee’s Assets tab, find the allocated asset.
2. Choose Mark as returned and set the return date.
3. The asset is freed and becomes available to allocate to someone else.

Good to know

• Allocation and return are limited to your organisation and are fully audited: who allocated or returned what, and when.
• Because allocations reference the shared asset catalog, an asset’s custodian and reassignment history also show up on the asset detail view.